Fwd: Oasis Senior Advisors Client Referral

From
Danielle James <danielle.james@thekey.com>
To
Cristal Munoz <cmunoz@thekey.com>, Christopher Reese <christopher.reese@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Mon, 3 Feb 2025 08:52:01 -0600
Folder
INBOX
--00000000000084f4da062d3e09db Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, Here is a good example of miscommunication with the RIMS and the office staff. We were informed that the RIMS are not on call M-F but only Sat and Sun so we had our on-call CSM cal. Then 3 HOURS after the referral came in and after we called Maria was attempting to reach out without reading the emails that we responded to say we took care of it. Can we please talk about this on our call today, These are the types of situations we have recently talked about and are trying to clean up. Thank you Danielle James LPN *Milwaukee General Manager * *Please note my email has changed:* danielle.james@thekey.com (414) 309-4827 (414) 219-0300 TheKey.com [image: TheKey] *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA ---------- Forwarded message --------- From: Emily Sun Date: Mon, Feb 3, 2025 at 8:23=E2=80=AFAM Subject: Re: Oasis Senior Advisors Client Referral To: Danielle James , Amy Catalina Hi Amy, Were you able to make contact? Emily Sun Client Success Manager *Please note my email has changed:* emily.sun@TheKey.com Direct: (414) 309-5034 Office: (414) 964-8000 8x8: (414) 219-0014 TheKey.com *Have positive feedback? We'd love to share that with the community: * https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZmeZ= B1UILA [image: TheKey] On Fri, Jan 31, 2025 at 8:36=E2=80=AFPM Danielle James wrote: > They were already called. > > Danielle James > Milwaukee General Manager > *Please note my email has changed:* > danielle.james@thekey.com > (414)309-4827 > (414)219-0300 > > TheKey.com > [image: TheKey] > > > On Jan 31, 2025, at 8:10=E2=80=AFPM, Maria Prudhont wrote: > > =EF=BB=BF > Hi Jason, > > Thank you so much! We will reach out > > > *Warmest Regards, MARIA PRUDHONT* > REGIONAL INTAKE MANAGER > NATIONWIDE > > *DIRECT: 310.713.8530OFFICE: 626.773.4490 (After > hours & weekends)* > *Please note my email has changed:* > *mprudhont@thekey.com* > *WEBSITE:* > TheKey.com > [image: TheKey] > > > On Fri, Jan 31, 2025 at 3:02=E2=80=AFPM Jason Berczy > wrote: > >> >> Dear Referral Referral : >> >> We are happy to refer the client listed below. Please keep us updated on >> your progress in assisting this client. >> >> Referral Contact Details >> Client Representative Name: Cindy Storm Fischer >> Client Representative Phone: 414-588-5974 (Cell) >> Client Representative Email: cstormfischer@earthlink.net >> Senior Name: Helene Brown >> Requested Appointment Date: N/A >> Requested Appointment Time: N/A >> Services to Discuss: Meals, Housekeeping, Companionship >> Additional Details: Helene is currently home with some home care in >> place. Family is looking to add more hours. Can=E2=80=99t you please rea= ch out. >> Medication management or encouragement is important. >> >> Warmest Regards, >> >> Jason Berczy >> jberczy

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